Leading Change:Diagnostic Tool

This tool is designed to help those leading a change in their units determine their unit’s stage in a change process – is your unit at: Goal alignment? Process improvement? Implementation & continuous improvement?

1)What deliverable does your supervisor expect from you? If you have not checked in with your supervisor, it is recommended before engaging in a change.To view some possible outcomes refer to:Best Practices in Change Leadership.

2)What is your purpose? Please check those that apply. To better understand your purpose see the University Methodologies(ppt) presentation.

____ To align goals?

____ To align the work to unit goals and resources?

____ To understand your work processes?

____ To align work to specific position descriptions?

____ To bring one group together with one or more groups?

3)Do you know what outcomes do you hope to gain? If so, what are they?

Your answers to the following questions will help determine your unit’s stage of change. “Yes” indicatesyou are ready for the next stage. “No” means you maywant to complete the stage.

4)____Do you have a document you can send out in the next 30minuteswith your mission

and vision? Have your mission and vision been communicated to your staff?See

Communication Best Practices Checklist (doc).

5)____Do you have a clear set of departmental goals and objectives you can send out? Have

they been communicated to your staff?

6)____Does the work align to the University goals?

7)____Have you and your staff met and discussed the work you are doing now? Do

you know what work goes into and out of your unit?Tools to help determine goals

and objectives include:

Strategic Alignment of Goals to Work Processes (xls) - Must Do’s, Should Do’s, Nice to Do’s and Won’t Do’s Worksheet
Goal Alignment Tool (xls) for those who wish to “weight” work
Sample Unit Goal (doc)
SampleWork Plan Template (doc)

8)____ Have you and your staff met and discussed the work you are doing now? Do

you know what work goes into and out of your unit? Tools to help determine goals

and objectives include:

9)____ Are you financially aligned? (Do you need to align the goals and work to be

within budget? Will expected expenditures align to the available funds?)

10)____ Do you know what work you might need to continue?

11)____ Do you know what work you might need to restructure?

12)____Do you know your major work processes? Those that take 10, 15, 20 percent

or more of your unit’s time to complete?

See sample process mapsFlowcharting Guidelines (doc)
See sampleTraining Process Flowcharts (pdf)

13)____ Do you have process documents for major processes with designations of

accountability and resource allocation?

SeeUnit Buckets of Work Template (doc)

14)____ Are your position descriptions aligned to the work?

15)____ Do all employees have annual goals for which they are accountable?

See Individual Goal Alignment tool (doc)

16)____ Are your employees on board with the need for change and the direction? Are your

managers prepared to coach employees through the stress of change?

See 4 Room Apartment Model for Change (doc)

See Caught in the Storm of Change (doc)

OHR – Leading Change Diagnostic Tool 3.6.10